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FAQ & Troubleshooting

Answers to the most common questions about Valtrics. If your question isn't covered here, contact support.

Account & Access​

How do I sign up for Valtrics?​

Visit valtrics.io and create an account. You'll receive a verification email to confirm your address.

I didn't receive the verification email​

  1. Check your spam/junk folder
  2. Make sure you entered the correct email address
  3. Try signing up again
  4. If it still doesn't arrive, contact support

Can I belong to multiple organizations?​

Currently, each account is associated with one organization.

How do I reset my password?​

Click "Forgot password" on the login page. You'll receive an email with a reset link.

Invitation links expire after 7 days. Ask the person who invited you to resend the invitation from Settings → Members.

Can I change my email address?​

Contact support to update the email address associated with your account.

Products & Portfolio​

How many products can I add?​

There is no hard limit on the number of products in your portfolio.

Can I delete a product?​

Yes. Open the product's detail page and use the delete option. Warning: This permanently removes the product and all associated data (KPI trees, metrics). This cannot be undone.

Can I archive a product?​

Yes. Archiving removes the product from the default portfolio view but preserves all data. You can unarchive at any time from the product detail page.

What's the difference between archiving and deleting?​

  • Archive — Hides the product from the portfolio but keeps all data. Reversible.
  • Delete — Permanently removes the product and all associated data. Not reversible.

Can I move a product between organizations?​

No. Products belong to one organization and cannot be transferred.

Metrics​

What metric types are supported?​

Valtrics supports Number, Percentage, Currency, and Custom metric units.

Can I import metrics from a spreadsheet?​

Bulk import for products is available now. Bulk import for metric values is planned for a future release. See Bulk Importing Data.

How are metric health statuses calculated?​

  • On Track (green): Actual is at or above the target
  • At Risk (yellow): Actual is 80–99% of the target
  • Off Track (red): Actual is below 80% of the target
  • No Data (gray): No actual value recorded

Can I set different targets for different time periods?​

Yes. Each time period entry has its own target value.

Can I delete a metric?​

Yes, from the KPI tree node detail panel. Deleting a metric removes it from that node. This cannot be undone.

KPI Trees​

How many nodes can a KPI tree have?​

There is no strict limit. We recommend keeping trees focused with 5–30 nodes for the best experience. Very large trees can be difficult to navigate.

Each node has its own metric. If you need the same measurement in multiple places, add it to each node separately.

Can I duplicate a KPI tree?​

Not yet — this is on our roadmap.

Can I export a KPI tree?​

Export functionality is coming soon. For now, you can use your browser's screenshot capability on the canvas view.

A KPI tree is linked to one product. Create separate trees for different products.

Team & Workspace​

What are the available roles?​

Owner, Admin, Member, and Viewer. See Team & Workspace for a full comparison.

How do I change someone's role?​

Go to Settings → Members, find the member, click their role badge, and select the new role.

What happens when I remove a member?​

They immediately lose access to the organization. Products they own will need a new owner assigned.

Can I transfer organization ownership?​

Contact support to transfer ownership to another Admin.

Value Discovery​

Does Value Discovery access my data?​

Value Discovery analyzes your product attributes, KPI tree structure, and metric health to generate recommendations. Data is not shared across organizations.

Can I ignore Value Discovery suggestions?​

Yes. Dismiss any suggestion to remove it from the list.

Troubleshooting​

The page is loading slowly or not loading at all​

  1. Refresh the page
  2. Clear your browser cache
  3. Try a different browser
  4. Check your internet connection
  5. If the issue persists, contact support

My data looks wrong after a bulk upload​

Review the upload validation results for warnings. You may need to correct the template and re-upload. See Bulk Importing Data.

I'm seeing an error message​

Check the Error Reference for a list of common errors and fixes.

Changes I made aren't appearing​

  1. Refresh the page
  2. Check that you clicked "Save" after making changes
  3. Verify you have the right permissions (Members and Viewers cannot change certain settings)

I accidentally deleted something​

Deleted products, KPI trees, and metrics cannot be recovered. For critical data, we recommend archiving instead of deleting when possible.

Still stuck? Contact support and we'll help you out.